Our Services
Strategic technology consulting and innovation frameworks tailored for financial services.
Technology Navigator
A comprehensive analysis of your technology ecosystem to optimize efficiency and reduce costs.
- Full tech stack assessment and mapping
- Cost and efficiency analysis
- License optimization and vendor review
- Strategic roadmap for improvements
- ROI-focused recommendations
AI Accelerator
Demystify AI and harness its potential for your business with practical guidance and strategic implementation.
- AI readiness assessment
- Tool evaluation and selection
- Quick-win identification
- Risk and compliance review
- Implementation roadmap
Ideas Workshop
Transform how your organization evaluates and prioritizes innovation initiatives using proven RICE methodology.
- RICE scoring framework implementation
- Idea evaluation workshops
- Priority matrix development
- Resource allocation strategy
- Decision-making toolkit
Data Orchestration
Streamline your technology ecosystem by connecting disparate platforms and automating data flow between systems, eliminating manual data entry and point-to-point integrations.
- Automated data synchronization between platforms
- Streamlined client data collection workflows
- Simplified account opening processes
- Enhanced data accuracy and completeness
- Increased advisor-client face time
Scalability Strategy Review
Enable growth by proactively addressing challenges and unlocking new opportunities for expansion.
- Growth constraint analysis
- Process bottleneck identification
- System scalability assessment
- Resource planning review
- Future-state modeling
Cybersecurity Strategy
An unbiased look at one of the largest risk areas of your firm, providing actionable insights to strengthen your security posture and protect your clients' trust.
- Comprehensive security posture assessment and gap analysis
- Prioritized roadmap of security improvements with implementation guidance
- Critical risk identification and mitigation strategies
- Business continuity and disaster recovery planning
- Security awareness training and policy recommendations